Data / Investment advisers / Virginia / Alexandria
Investment advisers in Alexandria, VA: 23 firms, $25.4 billion in AUM
23 investment advisers have their main office in Alexandria, Virginia: 18 SEC registered and 5 exempt reporting. The registered advisers report $25.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Columbia Capital with $13.8 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 23Advisers
- 18SEC registered
- 5Exempt reporting
- $25.4 billionTotal AUM
- 16Advisers over $100 million
- 9Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Columbia Capital | Alexandria | $13.84 billion | 31 | 54 | 30 | (703) 519-2000 | colcap.com | adviserinfo.sec.gov |
| Motley Fool Asset Management | Alexandria | $2.60 billion | 6 | 14 | Not listed | (703) 302-1100 | adviserinfo.sec.gov | |
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | 84 | 4 | (703) 519-4900 | adviserinfo.sec.gov | |
| The Edgar Lomax Company | Alexandria | $1.42 billion | 36 | 8 | Not listed | (703) 719-0026 | edgarlomax.com | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | 18 | 4 | (202) 737-5220 | dccp.com | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | 446 | 6 | Not listed | (202) 659-4427 | avenircorp.com | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | 969 | 11 | Not listed | (703) 504-9600 | adviserinfo.sec.gov | |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | 785 | 3 | Not listed | (703) 684-9222 | mclaughlinryder.com | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | 393 | 7 | Not listed | (703) 294-6880 | westbourneinv.com | adviserinfo.sec.gov |
| Retirement Planology, Inc. | Alexandria | $265.9 million | 63 | 3 | Not listed | (703) 595-2829 | retirementplanology.com | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 63 | 4 | 2 | (571) 982-5398 | rockbridgecap.com | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | 332 | 5 | Not listed | (703) 548-2555 | mcginninpenninger.com | adviserinfo.sec.gov |
| 8th Street Investments, LLC | Alexandria | $166.9 million | 206 | 3 | Not listed | (703) 519-0962 | 8thstreetllc.com | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | 541 | 4 | Not listed | (703) 518-8361 | piedmontwm.com | adviserinfo.sec.gov |
| Portfolio Advisory Group, Inc. | Alexandria | $115.8 million | 180 | 2 | Not listed | (703) 461-9193 | adviserinfo.sec.gov | |
| First Georgetown Securities, Inc | Alexandria | $115.7 million | 123 | 4 | Not listed | (703) 519-7700 | firstgeorgetown.com | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | $91.7 million | 77 | 5 | Not listed | (703) 544-2300 | evolutionarytree.com | adviserinfo.sec.gov |
| Union Street Partners LLC | Alexandria | $86.3 million | 1 | 2 | Not listed | (703) 684-9222 | adviserinfo.sec.gov | |
| Qed Investors, LLC | Alexandria | Not listed | Not listed | Not listed | 34 | (703) 862-3296 | qedinvestors.com | adviserinfo.sec.gov |
| Motley Fool Ventures | Alexandria | Not listed | Not listed | Not listed | 2 | (703) 838-3665 | foolventures.com | adviserinfo.sec.gov |
| MJL Capital LLC | Alexandria | Not listed | Not listed | Not listed | 1 | (410) 800-7188 | mjl.capital | adviserinfo.sec.gov |
| Ultratech Capital Partners | Alexandria | Not listed | Not listed | Not listed | 1 | (703) 705-4900 | ultratech.capital | adviserinfo.sec.gov |
| Vallecito Capital LLC | Alexandria | Not listed | Not listed | Not listed | 1 | (703) 520-5381 | vallecitocapital.com | adviserinfo.sec.gov |
Advisers in Alexandria that manage private funds
9 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Qed Investors, LLC | Alexandria | VA | 34 | Not listed | Not listed | 34 | Not listed | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Columbia Capital | Alexandria | VA | 30 | Not listed | 1 | 24 | 5 | $13.82 billion | $13.84 billion | adviserinfo.sec.gov |
| Oxford Finance Advisors, LLC | Alexandria | VA | 4 | 3 | Not listed | Not listed | Not listed | $2.63 billion | $2.41 billion | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | VA | 4 | Not listed | 4 | Not listed | Not listed | $1.20 billion | $1.40 billion | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | VA | 2 | 2 | Not listed | Not listed | Not listed | $51.7 million | $218 million | adviserinfo.sec.gov |
| Motley Fool Ventures | Alexandria | VA | 2 | Not listed | Not listed | 2 | Not listed | $307.1 million | Not listed | adviserinfo.sec.gov |
| MJL Capital LLC | Alexandria | VA | 1 | 1 | Not listed | Not listed | Not listed | $5.3 million | Not listed | adviserinfo.sec.gov |
| Ultratech Capital Partners | Alexandria | VA | 1 | Not listed | Not listed | 1 | Not listed | $23.2 million | Not listed | adviserinfo.sec.gov |
| Vallecito Capital LLC | Alexandria | VA | 1 | Not listed | Not listed | Not listed | Not listed | $14 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Alexandria
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| First Georgetown Securities, Inc | Alexandria | VA | August 5, 2026 | $115.7 million | firstgeorgetown.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.